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European Financial Planner®
& International Financial Planner®
Certification's goal
The European Financial Planner® (EFP) is the highest level of certification. It concerns the financial planning activity as a whole.
Outside Europe, this certification is providing under the label International Financial Planner® (IFP) certification. The certificate is adapted to local constraints.
Target audience
That certification offers a training Integrated practice of financial planning including investments at portfolio level, estate planning, international taxation, retirement and insurance needs not only for private clients but also for business owners.
Duration
The educational programs should be covered in a minimum of 21 classroom days or 168 tuition hours (or equivalent), after EFA or IFA certifications.
Read our article in the June issue of AGEFI and discover the main areas on which the financial sector needs to work at European and local level to maintain its level of performance:
✔ Harmonise continuing training regulations for greater transparency and efficiency
✔ Evaluate the accounting value of professional training to ensure a better return on investment
✔ Recognise and promote European micro-credentials for greater flexibility and adaptability
✔ Study the case of Ireland to get an idea of what needs to be done right now.
=> Click on the pdf file button below
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